Continuing from our previous blog Purge Customer Deposit History in Sage 100, today we are going to discuss about how to purge customer sales history into Sage 100.
Steps to purge Customer Sales History data.
Open the sage 100 Company and go to Account Receivable àUtilities àPurge Account Receivable History. Go to third frame of appeared screen.
Remove Customer Sales History
- Click on the “Remove Customer Sales History” Check-box.
- Select “Fiscal year to remove History by” from the drop-down.
- Click on the Proceed tab.It will clear Sales History from the database till the entered date.
Remove Salesperson History:
- Click on the “Remove Salesperson History “check-box.
- Select “Fiscal Year to remove History By” from the drop down
- Click on the Proceed tab. It will clear Sales history from the database till the entered date.
Remove Cash Receipts History:
- Click on the “Remove Cash receipts History “checkbox.
- Select “Fiscal Year to remove History By” from the drop down.
- Click on the Proceed tab. It will clear Sales history from the database till the entered date.
The “Fiscal year to remove history by” field is enabled only if the ‘Remove Customer Sales history/ Remove Salesperson History/ Remove Cash Receipts History by’ check-box is selected
This check box is available only if the value entered in the ” Years to Retain customer History” field in the Accounts Receivable Options window is greater than 2. To open the Accounts receivable Options window follow the below path:
Account Receivable -> Setup -> Account Receivable Options->History Tab